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<div class=" wh_topic_content body "><main role="main"><article class="" role="article" aria-labelledby="ariaid-title1"><article class="nested0" aria-labelledby="ariaid-title1" id="concept_fgb_tkd_z4b">
    <h1 class="- topic/title title topictitle1" id="ariaid-title1">Authentication in Salesforce Stages</h1>
    
    <div class="- topic/body concept/conbody body conbody"><p class="- topic/shortdesc shortdesc"></p>
        <div class="- topic/p p">You can configure Salesforce stages to connect
            to Salesforce using the following authentication methods:<dl class="- topic/dl dl">
                
                    <dt class="- topic/dt dt dlterm">Basic Authentication</dt>
                    <dd class="- topic/dd dd">You can specify a user name and password to use for basic authentication
                        with Salesforce. </dd>
                    <dd class="- topic/dd dd ddexpand">
                        <p class="- topic/p p">When enabled in Salesforce, you can also use mutual authentication to
                            connect.</p>
                    </dd>
                
                
                    <dt class="- topic/dt dt dlterm">Connected App with OAuth</dt>
                    <dd class="- topic/dd dd">You can configure a Salesforce stage to connect to Salesforce using OAuth 2.0. The stage then uses an OAuth-enabled
                        Salesforce connected app and the Salesforce implementation of JWT Bearer
                        Flow to enable machine-to-machine OAuth. </dd>
                    <dd class="- topic/dd dd ddexpand">To use this authentication method, you must complete several <a class="- topic/xref xref" href="SalesforceAuth.html#concept_ht1_pd2_z4b">prerequisite tasks</a>.
                        Then in the stage, you specify a
                        user name, consumer key, and private key. <p class="- topic/p p">When enabled in Salesforce, you can also use mutual
                            authentication to connect.</p></dd>
                
            </dl></div>
    </div>
<article class="- topic/topic concept/concept topic concept nested1" aria-labelledby="ariaid-title2" id="concept_ht1_pd2_z4b">
    <h2 class="- topic/title title topictitle2" id="ariaid-title2">Connected App with OAuth Prerequisites</h2>
    
    <div class="- topic/body concept/conbody body conbody"><p class="- topic/shortdesc shortdesc"></p>
        <p class="- topic/p p">You can use a Salesforce connected app to use OAuth 2.0 to connect to Salesforce. Before
            using OAuth 2.0 to connect to Salesforce, complete the following tasks:</p>
        <div class="- topic/p p">
            <ol class="- topic/ol ol" id="concept_ht1_pd2_z4b__ol_shs_3xw_kpb" data-ofbid="concept_ht1_pd2_z4b__ol_shs_3xw_kpb">
                <li class="- topic/li li">Generate an X.509 public key certificate and private key to use with the
                    connected app. <p class="- topic/p p">For steps on how to generate a self-signed certificate and
                        private key, see the <a class="- topic/xref xref" href="https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_key_and_cert.htm" target="_blank" rel="external noopener">Salesforce documentation</a>.</p></li>
                <li class="- topic/li li">Create a Salesforce connected app and copy the generated consumer key and
                    consumer secret. For details, see the <a class="- topic/xref xref" href="https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_connected_app.htm" target="_blank" rel="external noopener">Salesforce documentation</a>.<p class="- topic/p p">You can
                        use the same connected app for multiple Salesforce <span class="- topic/ph ph">stages
                            and pipelines</span>, as
                        appropriate.</p></li>
                <li class="- topic/li li">To specify whether Salesforce users must authorize the app, in the app, click
                        <span class="+ topic/ph ui-d/uicontrol ph uicontrol">Manage</span>, then <span class="+ topic/ph ui-d/uicontrol ph uicontrol">Edit Policies</span>.
                        <p class="- topic/p p">Under OAuth policies, for the <span class="+ topic/ph ui-d/uicontrol ph uicontrol">Permitted Users</span>
                        property, choose one of the following options:</p><ul class="- topic/ul ul" id="concept_ht1_pd2_z4b__ul_vbr_lkj_npb" data-ofbid="concept_ht1_pd2_z4b__ul_vbr_lkj_npb">
                        <li class="- topic/li li">All users may self-authorize - Requires all users to authorize the app
                            the first time they access it. This is the default option.</li>
                        <li class="- topic/li li">Admin approved users are pre-authorized -  Allows users with the
                            associated profile or permission set to access the app without first
                            authorizing it.  Be sure to assign profiles or permission sets to the
                            app if you select this option.</li>
                    </ul><p class="- topic/p p">For more information, see the <a class="- topic/xref xref" href="https://help.salesforce.com/articleView?id=sf.connected_app_manage_oauth.htm&amp;type=5" target="_blank" rel="external noopener">Salesforce documentation</a>.</p></li>
                <li class="- topic/li li">If users must self-authorize, use the Salesforce CLI or curl to authorize the
                        app.<p class="- topic/p p">For information about using the Salesforce CLI to authorize the app,
                        see "Run the <code class="+ topic/ph pr-d/codeph ph codeph">auth:jwt:grant</code> CLI Command" in the <a class="- topic/xref xref" href="https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_jwt_flow.htm" target="_blank" rel="external noopener">Salesforce documentation</a>.</p><div class="- topic/p p">To
                        use curl to authorize the app, perform the following steps:<ol class="- topic/ol ol" type="a" id="concept_ht1_pd2_z4b__ol_twq_cyw_kpb" data-ofbid="concept_ht1_pd2_z4b__ol_twq_cyw_kpb">
                            <li class="- topic/li li">Use the consumer key from the app in the following curl
                                command:<pre class="+ topic/pre pr-d/codeblock pre codeblock"><code>curl -X GET -D - -o /dev/null "https://login.salesforce.com/services/oauth2/authorize?response_type=code&amp;redirect_uri=https://login.salesforce.com/services/oauth2/success&amp;client_id=&lt;CONSUMER_KEY&gt;"</code></pre></li>
                            <li class="- topic/li li">In your browser, go to the URL in the command and complete the OAuth
                                workflow to authenticate the user.<p class="- topic/p p">This redirects you to a URL
                                    with a <code class="+ topic/ph pr-d/codeph ph codeph">code</code> parameter. </p></li>
                            <li class="- topic/li li">Copy the code and use it, as well as the consumer key and consumer
                                secret, in the following
                                command:<pre class="+ topic/pre pr-d/codeblock pre codeblock"><code>curl -X POST "https://login.salesforce.com/services/oauth2/token?grant_type=authorization_code&amp;redirect_uri=https://login.salesforce.com/services/oauth2/success&amp;client_secret=&lt;CONSUMER_SECRET&gt;&amp;client_id=&lt;CONSUMER_KEY&gt;&amp;code=&lt;CODE&gt;"</code></pre></li>
                        </ol></div></li>
            </ol>
        </div>
    </div>
</article></article></article></main></div>

                        
                        
                        


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